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delays - I wonder if the report went under the nose of the GSMB? Did they have a right to review and approve? if so, might that mean that it was a trigger event for the IML and hence the delays? very curious as to whys delayed (just like our annual accounts take forever to be viewed and approved!).

Anyone else dreaming about this share doing a VAST soon?!

we're not getting much from Capital Metals as i'm convinced that the retail segment of the book isn't their real concern! the IIs are all stable and comfortable, so I guess Frayne feels he has something of a free pass on retail. the sp is cratered and when compared to peers complete madness (or theirs is!), but it is what it is.

I really did think we'd see news today, but hey ho. I'm underwater here as a LTH, so I just need to sit tight and see where we get to within the short term.

i would imagine GSMB have a say as to whether the IML comes through, either formally or informally (they will chat...).

Regarding volume, I think it’s because there are so many people holding this tight, new money is waiting for the handbrake to be released (IML) and will then try and get in at a reasonable price. It’s always every this with AIM listings

just listened. Good to hear discussion about where this will get to, for those looking to get in or to keep the faith! frustrating on lack of detail about the IML, but i agree with those before that the silence was deliberate and that suggests proxmity to action. The fat numbers of $60m revenue p.a. (in two year's time) is a really strong indicator of where this be trading. NOI is going to be very fat on that, so some fantastic dividend generation for those looking to buy for SIPPs et al. Even further 'sticky' share holding will make this pop as soon as the key blocks line up - and from issuanceof the IML i don't think it'll slow at any point.

Will get to listening tomorrow morning - sounds like the obvious and unsaid items screams out loud and clear. We have progress on the horizons…

Something must be up… 10% on a Friday?! I’d only wagered 20p as everything else is here currently in the red!

So who thinks we’ll see the IML next week? 20p buy in…

Saw that and wondered why stating the obvious? To drive interest from retail? To show progress? Bit lost on me what it actually tells us!

Very good point! Have they taken some leverage on the IML delays to gain this extra ground?

The RNS today is like being told you can look for more but that doesn’t mean a jot until you can start digging it up and refining it. It’s a bit of flannel in my mind.

Where the hell is the mining licence?!

thanks PAul - cracking investigation. I hope those 'by-products' are actually in scope and sufficient quantity to get us some additional earnings...

fingers crossed for news this week or i'm liquidating my portfolio and spending it all on Friday at Cheltenham!!!

thanks - and all makes sense. I would love a Q&A with the CEO et al. would be great to air some of our questions directly and get a gauge on reception and body language!

Question - does anyone know if any of our IIs are Russian-backed? I'm wondering if we have any sanctions exposure in the current situation.

Agreed. As to comments about faith, I think mine will expire end of March also!

now just days short of five months ago, we were told about the drilling programme commencing (5 Oct RNS). We must surely be due the news on the resource now - there is no justifiable way that they've not had initial or full indications of the resource scaling - which has to be delared under Aim rules as something which would affect the sp. since the EIA was granted and shown in the RNS of 23 Nov, we should have realistically seen the IML by now, surely?

cut from the RNS of 23/11:

· First IML Application¹ - discussions with the GSMB will now be focussed on obtaining the Company's First IML targeted for Q1 2022

· Drilling on license area EL 199 - as announced on 5 October 2021, work was completed on the infill and step out drilling programme and the drill samples are currently being analysed with initial results expected in January 2022

· Development Plan - update on the Project's development and economics will be completed by IHC Mining, a leading heavy minerals consultancy firm, with the results expected in 8-10 weeks' time

so therefore - what is going on?

hi all - sat here waiting and waiting and waiting. like a child on a car journey - 'are we nearly there yet?'.

estimates on new MC following IML? i'd expect to see reinstatement to the 20pps mark as the first waypoint, with fair value sitting around 40p whilst we wait on the details of extraction and offtake. i know the resource review is due also, so we may see the 20pps on just that bit of news.

any thoughts?

Agreed 100%. The storm is still raging and we need to see it settle itself down before our news here, else the good will be taken out by wider market sentiment.

I take it that under aim rules no fresh news can be released for a set time as Franye bought in the placing? Is that a 30 day embargo for news as a consequence?